Filed October 20, 2023 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,667 | $55,002+101.2% | $59,878+84.8% | $56,287+96.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 9.46% | 1.13%+8.3pp | 3.46%+6.0pp | -9.96%+19.4pp |
| Employer contribution / active EE | $5,590 | $2,448+128.4% | $2,722+105.4% | $2,111+164.8% |
| Participant deferral / active EE | $5,334 | $3,121+70.9% | $3,402+56.8% | $3,350+59.2% |
| Admin fee / account holder | $182 | $236-22.7% | $3,590-94.9% | $521-65.0% |